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We unpack our analysis on China as we downgrade its GDP growth to 4.8% in 2023 from 5%, and 4.4% in 2024 from 4.6%, and consider the pressure points on earnings in Malaysia and ASEAN including the banks.
00:20 - Roundup - Suhaimi Ilias
05:19 - China macro - Erica Tay
9:21 - TH macro - Erica Tay
11:42 - PH macro - Zamros Dzulkafli
16:24 - MY earnings - Wong Chew Hann
24:05 - ASEAN banks - Thilan Wickramasinghe
26:11 - ASEAN catalysts - Anand Pathmakanthan
28:58 - TH energy - Chak Reungsinpinya
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode